Product & Research

3 days ago

Mumbai Maharashtra India, Maharashtra Equirus Family Office Full time

Qualification: CA/CFA Charter holder/MBA from a reputed Institute.


Experience: 6-12 years of experience in Wealth management/Asset management/Research Macro Analysis domain.


Roles & Responsibilities:

  • Institutionalizing the Advisory framework - identifying global macro trends and the impact thereof on financial markets and client portfolios.
  • Assimilate and disseminate house views on the economy, markets, and investment products to the team. Work closely with the investment committee.
  • Conducting in-depth diligence across the entire spectrum of investment products.
  • Portfolio reviews and client engagements along with the advisory teams to communicate investment positioning and group views.
  • Preparing Pitch books/periodical review presentations for new/existing clients.
  • Work closely with product manufacturers globally to ensure best-in-class product availability for our clients.
  • Interact with various stakeholders and be part of the core team, at a group level.

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